Latest Institutional Sells of Ishares, Inc. Ishares Esg Awar (ESGE)
This list provides information on the latest institutional transactions involving Ishares, Inc. Ishares Esg Awar (ESGE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-13.7K- 51.45% |
$410K - $446K
|
12.9K
$435K
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.6K- 59.64% |
$319K - $346K
|
7.19K
$242K
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.12KClosed |
$213K - $232K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.89K- 51.13% |
$207K - $225K
|
6.59K
$222K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.96K- 47.38% |
$179K - $194K
|
6.62K
$223K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.41K- 28.53% |
$132K - $144K
|
11.1K
$372K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.36K- 24.26% |
$131K - $142K
|
13.6K
$458K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.55K- 4.49% |
$106K - $116K
|
75.5K
$2.54M
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.7K- 5.66% |
$51.1K - $55.5K
|
28.4K
$956K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.17K- 14.99% |
$35.1K - $38.2K
|
6.65K
$224K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-800- 80.32% |
$24K - $26.1K
|
196
$6.6K
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-550- 2.13% |
$16.5K - $17.9K
|
25.3K
$852K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 30.64% |
$15K - $16.3K
|
1.13K
$38.1K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 97.85% |
$12.3K - $13.4K
|
9
$303
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-235- 1.45% |
$7.05K - $7.66K
|
16K
$539K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-150- 32.05% |
$4.5K - $4.89K
|
318
$10.7K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.21% |
$4.05K - $4.4K
|
63.1K
$2.12M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 19.08% |
$1.5K - $1.63K
|
212
$7.14K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 3.26% |
$390 - $424
|
386
$13K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 0.5% |
$270 - $293
|
1.78K
$59.9K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71.1K- 41.55% |
$2.08M - $2.28M
|
100K
$3.37M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.8K- 22.43% |
$520K - $569K
|
61.4K
$2.07M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.47K- 46.79% |
$189K - $207K
|
7.36K
$248K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.91K- 21.98% |
$144K - $158K
|
17.4K
$587K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.79K- 86.86% |
$140K - $154K
|
725
$24.4K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.68K- 12.87% |
$137K - $150K
|
31.7K
$1.07M
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.86K- 18.2% |
$83.7K - $91.8K
|
12.9K
$433K
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.47K- 23.23% |
$72.4K - $79.3K
|
8.18K
$275K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.18K- 6.23% |
$63.7K - $69.8K
|
32.7K
$1.1M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 12.33% |
$53.8K - $59K
|
13.1K
$441K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.42K- 18.16% |
$41.5K - $45.5K
|
6.4K
$215K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.2K- 28.21% |
$35.1K - $38.5K
|
3.06K
$103K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 12.45% |
$30.2K - $33.1K
|
7.27K
$245K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-750- 43.76% |
$21.9K - $24K
|
964
$32.5K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-405- 4.94% |
$11.9K - $13K
|
7.79K
$262K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-203- 49.51% |
$5.94K - $6.51K
|
207
$6.97K
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-172- 2.34% |
$5.03K - $5.51K
|
7.19K
$242K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-111KClosed |
$3.34M - $3.72M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-74.2K- 54.77% |
$2.24M - $2.49M
|
61.3K
$2.06M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.9K- 39.19% |
$421K - $469K
|
21.6K
$729K
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.96K- 32.65% |
$300K - $335K
|
20.5K
$692K
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-8.61K- 11.26% |
$260K - $290K
|
67.9K
$2.29M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.5K- 7.52% |
$196K - $218K
|
79.9K
$2.69M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.46K- 32.33% |
$195K - $217K
|
13.5K
$455K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.5K- 40.38% |
$136K - $151K
|
6.64K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.72K- 66.81% |
$81.9K - $91.3K
|
1.35K
$45.4K
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.87K- 8.01% |
$56.3K - $62.8K
|
21.4K
$722K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 16.39% |
$52.8K - $58.8K
|
8.92K
$301K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.36K- 14.81% |
$41.1K - $45.8K
|
7.83K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 11.74% |
$37.9K - $42.3K
|
9.45K
$318K
|